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According to the law,Legally private information includes date of birth, Social Security Number, medical conditions, and specific physical and mental disabilities. Your height, build, race, color of hair, age, home address, kind of car you drive, exercise classes you take are not private. (1)Based on HR standards, sensitive employee information that must be kept confidential by HR is: (4)Personal (social security number, address, date of birth, marital status)Hiring (job application, resume, interview notes, employment history, employment assessments, background checks, reference checks, I-9 forms)New-hire paperwork (offer letters, employment contracts, handbook and policy acknowledgements)Performance (performance reviews, performance documentation, documented recognition, warnings and disciplinary notices, job descriptions, documented job changes/promotions)Compensation and benefits (salary or hourly pay rates, merit increases and bonuses, other forms of pay, pay changes, benefits information)Payroll (time cards/sheets, work schedules, pay stubs, direct deposit forms, authorization for deducting or withholding pay, tax forms, status change forms)Termination (termination or layoff records, resignation letter, unemployment insurance claims)Attendance (dates and reasons for absence, time off, and leaves)3. When answering this question: ”How can I stop my employer from putting my name and picture online?”. Rita M. Risser Chai, the founder of Fair Measures and an attorney in California for 20 years and now an attorney in Hawaii said “Traditionally, your name, photo and even your home address are not considered private……” (2)4. It is probably not even an invasion of privacy to disclose an employee’s birthday although you should not give out your birthday to others. In a Massachusetts case from 1995, a federal judge ruled that disclosing an employee’s age on a birthday card was not illegal, reasoning that “age is not such an intimate or personal fact that it can be the basis of a privacy claim.” Galdauckas v. Interstate Hotel Corp.,901 F. Supp. 454 (D. Mass. 1995) (3)5. There are court cases that say neither home address nor telephone numbers are “private” except some special cases. (5)6. Based on the Personal Information Protection and Electronic Documents Act (PIPA), collection, use, or disclosure of personal information should normally be done only with an employee's knowledge and consent. (6)Back to the question. Are employees required to give out their real name when requested by a customer or can they keep it confidential?Based on what I have found, strictly speaking, an employee’s name does not belong to the sensitive confidential personal information. When requested by a customer, an employee should give out their real name since their this asking is not against the law.Honestly speaking, I am not sure whether the employee is “required” to give out their name. By my understanding, if they don’t want, it is also not against the law and they should not be forced to do so. It is not an obligation although it is an honest behavior in customer service.I would tell them my real name if asked. Why not?Thanks for reading.Sources:Can my employer publish personal information about me?How can I stop my employer from putting my name and picture online?Are birthdays private information?What HR Needs to Keep ConfidentialCan we distribute employee home addresses and phone numbers to all staff?Privacy in the WorkplaceWhen can employers share workers' personal information?

In rough chronological order by starting date (these overlap):Hire any attorneys, accountants, consultants, or others you need to help with the process.Decide on the parameters of the funding round: how much money, over what timeframe, from whom, single or multiple closings, etc.Find a lead investor, if the first investor is not.Finalize and summarize the terms of the proposed transaction on a term sheet, to be signed by both the company and the lead investor.Work with the lead investor and others, AngelList, demo days, lots of meetings, etc. to find follow-on investors as needed to complete the round.Work through the capitalization in detail: all shares, warrants, notes, a truing-up of the option plan, any side agreements, rights of first refusal, and so on, to finalize the pre and post-money capitalization, and an exact price per share and number of shares for each investor.Company (or less often, lead investor), through lawyers, draws up the long form of the definitive transaction documents based on either the law firm's house forms or an agreed-to public document set (e.g. Series Seed, or National Venture Capital Association). A typical set includes: (i) the Series A Convertible Preferred Stock Purchase Agreement with a Schedule of Purchasers and a Schedule of Exceptions (to the reps and warranties, see below) attached, (ii) an Amended Certificate of Incorporation to be filed in Delaware reflecting the attributes and rights of the newly created class of preferred stock, (iii) a Right of First Refusal and Co-Sale Agreement (buy-sell agreement) with respect to investors rights to participate in sales by key founding shareholders, (iv) a Voting Agreement to enforce investor board seats and other governance provisions, and (v) an Investor Rights Agreement pertaining to public offerings, information rights, protective provisions (i.e. veto rights, also contained in part in the Amended Certificate).Company lawyers extract a list of due diligence items based on the "Company Representations and Warranties" section of the Stock Purchase Agreement, and interview company executives in detail about whether the company can make those representations or not.Company lawyers review the company's capitalization, employment documents, and other documents in detail as a double-check to make sure the representations and warranties are correct.Based on the interviews and reviews, the lawyers recommend potentially extensive corporate clean-up to make the books and records clean and as represented to investors.In the alternative, certain items that are not or cannot be cleaned up, or would cost too much or take too long, or are not deal-killers, must be disclosed to investors via the Schedule of Exceptions attached to the Stock Purchase Agreement.The Schedule of Exceptions serves as a final legal due diligence opportunity for the investors to see the company in fine detail, items that normally are not covered in pre term sheet business / market or technical due diligence. There are often other due diligence disclosure items specified in the Stock Purchase Agreement, and informal last minute due diligence requests from the investors.In addition to clean-up, there are usually investor-mandated changes to things like founder vesting schedules, employment agreements, capitalization, and so on.One of the most frequent changes required is the adoption of an option plan and the reservation of additional shares to "true up" the plan to a set percentage of the company's post-funding capitalization.There is often extensive negotiation over the wording of the transaction documents, how much clean-up and restructuring the investors will demand, and possibly some renegotiation of to terms now that investors know what is really going on.When the deal is close, company lawyers will prepare and get signatures on a bunch of secondary transaction documents such as a secretary's and officer's certificate that things are as disclosed.Two of the most important secondary steps are obtaining Board Consent and Shareholder Consent for the final transaction documents, and for any clean-up and other steps being taken. Depending on the setup, consent of other parties (an accelerator, an earlier investor) is needed and/or offering them participation rights in the round.For purposes of securities compliance: potentially filing state and federal forms, obtaining an investor attestation and questionnaire with contact information and to promise accredited investor status (or under public solicitation rules, a certification of accredited status from third parties), and lesser-known anti-terrorism and anti-money laundering promises generally contained as investor representations in the purchase agreement.Once the company and lead investor, and their lawyers, are satisfied that everything is in place, they sign the transaction documents, and then circulate the documents for signature by all of the follow-on investors.Sometimes some of steps 10, 12, 14, 16, 17, and 18 have not been finalized yet, so they get done shortly after signing, as conditions to closing.If there are any convertible notes to convert, or other conversions or steps required by the transaction, those happen at or immediately before Closing.Once the documents are signed and all closing conditions have been met (or waived), there is a Closing.At the Closing (which is more of a fictitious metaphysical virtual event these days, not an actual occurrence at a specific time and place), the investors Wire their funds directly to the company, or less commonly, to a law firm or escrow. Typically the lawyers, accountants, etc., get paid at this point.Also at closing the company prints share certificates, or more likely, signs up on e-Shares or agrees with the investors "let's not and say we did".Wrangling investors to complete steps 19 (signing) and 23 (funding) can be a time-consuming job. Sometimes the round is not full on first closing, or investors are late or drop off on fulfilling their commitments. By design or circumstance there are often follow-on closings of more investors until the round is finished.Finally, the company and its lawyers prepare a closing binder. It used to be an actual leather-bound deal book with copies of all of the documents, and then a CD-ROM. Now it is typically a zip-file, DropBox folder, or the like. Every investor gets a copy, and the company, so everyone knows exactly what the deal was.Other post-closing steps include updating the company's cap table, shareholder ledger, balance sheet.Now that the funding is done, the company carries on in a funded company way. That could mean actual live board meetings, preparing regular financial statements and investor updates, preparing real budgets, building out the product, sales, marketing, hiring and executing on the plan pitched to investors, issuing options to the new employees, and so on.This is all from a lawyer's perspective. From the CEO's perspective most of this is just details that they pay the lawyers to do — half or more of the CEO's time before and during the process is spent on fundraising activities that are opaque to everyone else: pitches, trips, meetings, conference calls, dinners, back-slapping, boat trips, morale building.Also, this is from an American venture-tech point of view with angel and VC funders. If you asked about investing in a sports team or hotel chain, the steps would be different in form and procedure but would cover most of the same underlying substance. Private equity / investment bank closings are more complicated, but with a lot of detail handled by bankers rather than lawyers. Small operations like a restaurant investment are a lot simper.Fun fact: I did all this from memory, just typed it in. This sounds like a lot to remember but you've done a dozen of these it all makes sense.

TIMECAMPif you are looking for an app which would help you to cope with mushrooming tasks, Timecamp is your personal savior. Besides being an advancedtime-tracking tool, the tool has numerous handy functions at its disposal, from reporting, billing to invoicing. The best are, however, time diaries. They are most wanted when the need to document the work arises. No manager should be disappointed with Timecamp, neither of small, medium or large businesses. The app will meet every expectation. Problems with inefficiency of time tracking apps? Inaccuracy of client bills, or reports? Do you find it difficult to tackle and solve business problems? TimeCamp is just for you!Some of TimeCamp’s top features:Comes with a wide range of platforms. The tool is available for Desktop (Windows, Mac, and Linux, and has native mobile apps available for iOS and Android to help users track their time regardless of location,Automatically records time usage of each application running on your computer.Monitors the time devoted to individual documents,Easy budgeting – budgeting function lets you estimate how much time the implementation of individual projects will take, and thus effectively plan the use of human resources and make a valuation of future similar projects,Integration with popular project management software such as Trello, Basecamp, Podio, Pivotal Tracker, Wunderlist, Jira,Measures the working time by particular categories.Records the time spent away from a computer – detects when user ceased to be active and for how long it lasted,Automatic time tracking based on keywords which allows you to switch between tasks without any effort,Accurately bill your customers,Turn time entries into invoices basing on estimated hourly rates.For MobileIf you prefer to track your time through mobile phones, we have an app that is tailored to your needs! The newest version of TimeCamp’s app for iPhones and Android phones offer an intuitive interface with a lot of great features, like:Tap to start or stop tracking time from every place on earth,Alternatively, create time entries manually,Generate reports of your time,Browse your projects and tasks,Log your time offline,Easily make notes on every time entry you are working on,Edit time entries with just a few clicks,Mark time entry as billable or non-billable,Browse and edit your historical data or plan your future.You can find and download it fromGoogle Play and iTunesEvernoteIt is a program that makes possible the collaboration of many people, which facilitates task management.First of all, the app is easy to use and it is flexible. What is more, it enables, among others, sharing information and collaboration on various projects, organizing tasks, monitoring finances, digitizing files that are important to the project, and capturing image-centric brainstorms.Finally, the tool radically transforms the way people work. Evernote was designed to drive inspiration for your projects and tasks, additionally, from the beginning to the end. With the app, material can be easily collected and organized as to improve workflow. Use Evernote and have everything is at your hand!Key features:· Share notes and collaborate on files· Save favorite webpages· Mobile and Web interface· Snap photos, record audio, save documents· Store notes, web clips, files and images· Content available on any device· Web clipper browser extensions· Save online resources in one place· Geolocation· Web clipping support· Edit rich text and sketches· Grab whole web page: text, images and links· Store all itineraries, confirmations, travel documents· Other products include Skitch and Penultimate· Evernote Clearly for clearing web content· Annotation and markup· Shapes, arrows and quick sketches· Give feedback and share ideas·Sketch on a page and sync notes to any deviceFreshbooksIt is one of the most efficient business management apps and it is highly ranked among tools of such type. It is said to meet the accounting needs of small as well as large companies. Why? It facilitates collecting detailed information on the project, from how tasks are organized to revenue and expenditure. Furthermore, FreshBook may be pride of its modern and beautiful interface. In addition, the tool is famous for being user-friendly, which has been achieved by offering a fully-featured invoice-to-payment suite where one can brand invoices, track billing, set due dates, charge late fees, and send overdue reminders. Lastly, Freshbooks helps one with taxation issues, saves all of one’s billing history, and reports on profits and losses.Some of its main features:Track tasksTrack your time by project and clientsClear and simple reports and dashboardsaccept online credit card paymentsCustomize and send unlimited invoicesInvoice status tracking and updatesAutomatic late payment reminders and feesEasily add and categorize expensesWork on any device – computer, tablet or mobileData that’s 100% secured and automatically backed upBASECAMPThe management tool is incredibly useful when it comes to managing projects and your team, no matter where your team members live in, Canada or Congo.Basecamp has at its disposal a wide variety of features which aims is to improve the system of project monitoring and getting things done on time. It is an intuitive and user-friendly tool which can be run in minutes. Moreover, unlike its competitors, this management app is hosted in cloud. In addition, tasks are presented in a form of handy to-do lists with due ranges and dates, each employee has their own task. All that has been done to avoid chaos and confusion. The next amazing feature of this app is the way how one gets to prioritize and reorder tasks, and adjust the system to one's needs.Finally, the program is also an astounding medium enabling coworkers to share ideas, proposals, or align reference conversations, which in turn helps you to make sure each team member knows what others are doing as not to double their work.BasecampCoConstructWhat it is? It is a based on cloud construction management software. The tool is dedicated to, for one thing, builders and their needs, for the other, their clients and trade partners. CoConstruct aim is, by organizing tasks, to help eliminate the chaos in a workplace. With CoConstruct, keeping the selections process is easy and the same goes for making it flexible for your clients. All decisions are made on time, while your finances are accurate. Ussing the app, you can sell greater number of projects and run your projects more successfully. In addition, it is possible to save precious time and decrease selection disagreementsKey features:· Budgeting· Selection Sheet· Scheduling· Facebook Integration· Client Communication· Custom-Branded Mobile App· Expense Tracking· Cost-Plus Management· Photo Sharing· File Sharing· Website Integration· Subcontractor Access· Punch Lists· Warranty AlertWorkteam PlannerThe aim of this work management tool is to help improve collaboration around tasks and deliverables in team of any size. The tool makes possible increasing the chances of delivering projects on time. Besides, one is able to create new plans, build a team, assign tasks, and track progress with burn-up charts that give an instant estimate of when a project will completed. What is more, the platform enables one to share plans with other coworkers who are assigned a task. It sends them a notification. They receive an entry on their dashboard, which gives them access to all their assigned tasks. Besides, users can add comments, like actions, and mention other users to communicate any individual tasks or issues around each item of work. Finally, each team has a plan and its own dedicated board where tasks can be organized into buckets and categorized by status, or by whom they are assigned to. Those plans can be personalized to adapt to the way a team works, and users can select to "follow" certain tasks to be notified if the status changes or when a members adds a comment relating to that task.AssemblaIt is a tool dedicated equally to engineering teams, digital agencies and game development shops when it comes to managing their projects. All can be done thanks to one app - handling tasks, teams and code - thanks to SVN, Perforce, Git repos, cardwall view of tickets for drag and drop planning, wikis and mopre. Assembla can be integrated with Slack, Github and Zapier. Thanks to that specialized tools, your team can easily track tasks/issues/bugs. In addition, it is simple to use, expands to meet your more sophisticated needs, supports an agile release.Key features:· Task Tracking· Bug tracking· Workspace· Subversion, Git & Perforce Hosting· Social Collaboration· Team & Client ManagementSource: Best Task Tracking Software - Because You Don't Want To Miss A Thing! - TimeCamp